The earnings call presented a balanced view with strong growth metrics and strategic advancements in AI and B2B segments, but also highlighted challenges related to geopolitical conditions, inventory management, and cost pressures.

Company Guidance -

Q3 2025

In the Q2 2025 earnings call, Zalando SE presented a comprehensive overview of its financial performance and strategic advancements. The company reported a 6.2% growth in Gross Merchandise Volume (GMV) and a 7.6% increase in revenue year-on-year for the first half of 2025, achieving an adjusted EBIT of EUR 232 million with a margin of 4.4%. The call highlighted key strategic initiatives, including the launch of a new AI-powered discovery feed and continued expansion in B2C and B2B segments. The company's acquisition of a 91.5% stake in ABOUT YOU was also emphasized, with expectations to achieve EUR 100 million in annual EBIT synergies by 2029. Looking ahead, Zalando forecasted a GMV and revenue growth of 4% to 7% year-on-year, with an adjusted EBIT ranging from EUR 550 million to EUR 600 million for the full year. The guidance reflects the company's focus on profitable growth amid a volatile market environment.

Strong Financial Performance

Zalando reported a GMV growth of 6.2% and revenue growth of 7.6% year-on-year, with an adjusted EBIT of EUR 232 million, marking a margin improvement of 0.3 percentage points to 4.4%.

AI-Driven Innovation

Zalando launched a new AI-powered discovery feed, enhancing the user experience with personalized product recommendations and high-quality content.

B2B Growth and Partnerships

The B2B segment maintained double-digit growth, driven by ZEOS fulfillment, and announced the launch of the ZEOS Shopify application to support merchant e-commerce operations.

ABOUT YOU Acquisition

Zalando completed the acquisition of a 91.5% stake in ABOUT YOU, with plans to acquire the remaining shares, signaling a significant step in building a pan-European ecosystem for fashion e-commerce.

Active Customer Growth

Active customers grew by 6.1% to reach 52.9 million, highlighting successful engagement and customer acquisition strategies.

Zalando SE (ZLNDY) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

ZLNDY Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 06, 2025	2025 (Q3)	0.14 / -	0.096	―	―	―
Aug 05, 2025	2025 (Q2)	0.21 / 0.21	0.203	5.91% (+0.01)
May 06, 2025	2025 (Q1)	0.05 / 0.03	-0.016	281.25% (+0.04)
Mar 06, 2025	2024 (Q4)	0.24 / 0.27	0.135	100.00% (+0.14)
Nov 05, 2024	2024 (Q3)	0.10 / 0.10	-0.016	700.00% (+0.11)
Aug 06, 2024	2024 (Q2)	0.15 / 0.20	0.12	69.17% (+0.08)
May 07, 2024	2024 (Q1)	0.04 / -0.02	-0.083	80.72% (+0.07)
Mar 13, 2024	2023 (Q4)	0.15 / 0.14	0.206	-34.47% (-0.07)
Nov 01, 2023	2023 (Q3)	0.03 / -0.02	-0.069	76.81% (+0.05)
Aug 03, 2023	2023 (Q2)	0.16 / 0.12	0.026	361.54% (+0.09)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

ZLNDY Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 05, 2025	$14.80	$14.62	-1.22%
May 06, 2025	$18.26	$17.66	-3.29%
Mar 06, 2025	$18.55	$17.90	-3.50%
Nov 05, 2024	$15.29	$15.14	-0.98%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Zalando SE (ZLNDY) report earnings?

Zalando SE (ZLNDY) is schdueled to report earning on Nov 06, 2025, Before Open (Confirmed).

What is Zalando SE (ZLNDY) earnings time?

Zalando SE (ZLNDY) earnings time is at Nov 06, 2025, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is ZLNDY EPS forecast?

ZLNDY EPS forecast for the fiscal quarter 2025 (Q3) is 0.14.

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